This 2026 planning guide highlights planning items to consider, strategies to make informed decisions and better manage your company’s 2026 tax burden, and a user-friendly checklist to help you stay on track with your advisers.
Read MoreLearn about key tax planning areas and opportunities business owners and financial leadership should evaluate before year-end.
Read MoreThe mechanics of tax planning and compliance are critical to mitigate risk and reduce tax liability, and should be viewed as a continuum in tax preparation.
Read MoreIn this issue we focus on subjects including M&A, estate and gift tax, foreign income, digital asset legislation, tax burdens and tax return authority levels.
Read MoreExplore 10 trust structures, elections and provisions that can support charitable, family and business planning goals while managing taxes and assets.
Read MoreLearn nine things fund managers should know about data centers, tax ramifications of investing in them and other considerations to talk through with your advisers.
Read MoreLearn the basics of REITs, from types of REITs and organizational requirements, to asset and income tests, to additional perspectives investors should consider.
Read MoreDouble down on a few simple steps during tax season to help keep your data safe and your peace of mind intact.
Read MoreIRS Notice 2026‑16 gives taxpayers the interim guidance to understand how to claim a special depreciation allowance for certain production related real property.
Read MoreThe recent Court of Federal Claims ruling in Kwong vs. U.S. may give taxpayers a refund opportunity on penalties and/or interest resulting from underpayments, late filings or late payments during the COVID-19 pandemic.While it is still too early to know how this will ultimately play out in the...
Read MoreEspecially in the heart of tax season, if not all year long, it’s important to be aware of the multitude of tax law changes, opportunities and any potential challenges before filing your returns.
Read MoreRecent IRS guidance on eligibility of 100% bonus depreciation under the OBBBA proves eligibility for full expensing in 2025 and even 2026 is subject to critical timing requirements.
Read MoreThe ruling in Sirius Solutions LLLP v. Commissioner could result in significant tax savings for service partnerships, fund managers and professional firms operating through limited partnerships.
Read MoreThe IRS has stopped paper refunds but hasn’t set a date for when they will no longer accept paper tax payments. Learn why you should consider an electronic payment this year anyway.
Read MoreFind out which tax items are important for private equity funds to consider for year-end tax planning and beyond.
Read MoreWith year-end approaching, it's time for businesses to proactively plan for and execute on tax opportunities to help ease their 2025 tax burden. New this year is the One Big Beautiful Bill Act (OBBBA), which contains numerous tax law extensions as well as new provisions that may be impactful....
Read MoreMinimizing taxes is an ongoing challenge for individual taxpayers, and, as year-end approaches, that goal becomes even more critical. There are numerous options within the tax code to help reduce your individual tax burden. To accomplish this, you must evaluate your overall tax situation and...
Read MoreHonoring our firm’s decades-long tradition, I was fortunate to serve as editor of the 2025 August Tax Clinic edition of the AICPA’s Tax Adviser. Each year we author articles that focus on high-complexity, high-impact areas of the tax code to help clarify these technical topics for the...
Read MoreBonus depreciation under the One Big Beautiful Bill Act can provide meaningful benefits for U.S.-based manufacturers. Learn how to take advantage of the provision.
Read MoreOBBBA imposes five key provisions set to reshape tax strategies for high-net-worth individuals. Understanding the implications is extremely important.
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